Garrett Wealth Advisory Group’s LPL Financial LPLA Stock Holding History

Garrett Wealth Advisory Group’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$706K	Sell	2,508 -1	-0%	-$300	0.11%	72
2026 Q1	$755K	Buy	2,509 +9	+0.4%	+$3.02K	0.13%	58
2025 Q4	$893K	Hold	2,500	–	–	0.17%	42
2025 Q3	$832K	Hold	2,500	–	–	0.16%	45
2025 Q2	$937K	Hold	2,500	–	–	0.2%	36
2025 Q1	$818K	Sell	2,500 -719	-22%	-$250K	0.18%	40
2024 Q4	$1.05M	Hold	3,219	–	–	0.24%	31
2024 Q3	$749K	Hold	3,219	–	–	0.19%	40
2024 Q2	$899K	Hold	3,219	–	–	0.33%	29
2024 Q1	$850K	Buy	+3,219	New	+$812K	0.35%	24
2019 Q4	–	Sell	-1,200	Closed	-$98.3K	–	388
2019 Q3	$98.3K	Buy	+1,200	New	+$96K	0.07%	89

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Garrett Wealth Advisory Group's LPLA Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its LPL Financial (LPLA) stake by 0.04% in Q2 2026, selling an estimated $300 and leaving 2,508 shares worth $706K. The position accounts for 0.11% of the portfolio, ranked #72.

Garrett Wealth Advisory Group first reported a position in LPLA in Q3 2019 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Garrett Wealth Advisory Group held 2,508 shares of LPL Financial worth $706K as of Q2 2026.
Garrett Wealth Advisory Group sold 1 LPL Financial share in Q2 2026, an estimated $300.
LPL Financial made up 0.11% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #72 holding.
Garrett Wealth Advisory Group first reported a position in LPL Financial in Q3 2019 and has held it in 11 quarters since.
Garrett Wealth Advisory Group's LPL Financial position peaked at $1.05M in Q4 2024.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.